SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 269 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,661 | -54.2% | 139,986 | -47.6% | 0.24% | -53.9% |
| Q2 2023 | $7,989 | +323.1% | 267,203 | +337.1% | 0.53% | +262.3% |
| Q1 2023 | $1,888 | -56.6% | 61,137 | -59.2% | 0.15% | -60.2% |
| Q4 2022 | $4,351 | -99.7% | 149,865 | +162.4% | 0.37% | +133.8% |
| Q3 2022 | $1,693,000 | -48.7% | 57,120 | -34.5% | 0.16% | -35.4% |
| Q1 2022 | $3,298,000 | – | 87,199 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AllGen Financial Advisors, Inc. | 457,283 | $18,881,197 | 15.41% |
| Strategic Wealth Investment Group, LLC | 1,198,920 | $49,502,000 | 14.79% |
| SHEPHERD KAPLAN KROCHUK, LLC | 516,301 | $21,318,000 | 7.83% |
| Intelligence Driven Advisers, LLC | 661,211 | $27,169,000 | 6.10% |
| O'Brien Wealth Partners LLC | 383,012 | $15,738,000 | 5.50% |
| Friedenthal Financial | 104,828 | $8,398,000 | 4.97% |
| Tradewinds Capital Management, LLC | 656,653 | $27,113,000 | 4.60% |
| SageGuard Financial Group, LLC | 6,519 | $269,000 | 4.22% |
| TECTONIC ADVISORS LLC | 384,300 | $15,868,000 | 3.11% |
| Nan Shan Life Insurance Co., Ltd. | 4,298,000 | $177,464,000 | 2.96% |